# Data model Arche organizes public-company fundamentals into a hierarchy that supports both current-state and point-in-time retrieval. ## Hierarchy Company -> Filing -> Statement -> Facts ## Company Represents a public issuer, keyed by `cik`. Two routes return a company and they return different fields, so pick by what you need rather than by name. `/v1/edgar/companies:resolve` answers identity only — which CIK a ticker meant on a date: - `cik` - `ticker` - `exchange` - `as_of` `/v1/edgar/companies/{cik}` is the profile, and is where the descriptive fields live: - `cik` - `entity_name` - `tickers` — an array, because an issuer can carry several - `exchanges` — an array, for the same reason: each exchange the issuer's current tickers list on, once - `sic`, `sic_description` - `state_of_incorporation` - `fiscal_year_end` — `MMDD`, the filer's own annual close - `last_updated_at`, `source` There is no `entity_name` on the resolve route and no singular `ticker` on the profile. Resolve first, then fetch the profile if you need the name. An exchange is named by its ISO 10383 market identifier code (MIC): `XNAS` for Nasdaq, `XNYS` for the New York Stock Exchange, `XASE` for NYSE American, `ARCX` for NYSE Arca, `XCHI` for NYSE Texas, `BATS` for Cboe BZX and `OTCM` for over-the-counter. A security listed on more than one exchange resolves to the one it listed on first. `exchange` is `null` when neither the company's filings nor EDGAR name one. ## Filing Represents an SEC filing such as: - 10-K - 10-Q - 8-K Key fields: - `accession_id` - `form_type` - `accepted_at` ## Statement Normalized financial statement extracted from a filing. Examples: - income statement - balance sheet - cash flow statement It holds the figures one filing reported for one period, and each filing appears once. Key fields: - `cik`, `statement_type`, `fiscal_year`, `fiscal_period` and `accession_id`, which together identify it - `accepted_at` - `is_restated` - `accounting_standard` A later filing that restates the same period is a separate statement with its own `accession_id`; the earlier one is not changed. ### Accounting standard `accounting_standard` reports the standard a filing was prepared under, derived from the taxonomy the filer actually tagged. It is `US_GAAP` for domestic filers and `IFRS` for foreign private issuers filing on 20-F or 40-F, which tag `ifrs-full` concepts. Judge it per filing rather than per company. A filer can change standard, so a company's history can contain both, and comparing a company's lifetime against a single standard will misreport it. ### Fiscal identity A statement's `fiscal_year` and `fiscal_period` follow the filer's own annual close and its own name for the year, not the calendar. A company whose fiscal year ends in September reports a September period as `FY`; a retailer whose year closes on 1 February 2025 and calls it fiscal 2024 is served as `fiscal_year=2024`. Rows sharing one fiscal identity can carry different period ends, because a quarter is sometimes labelled `FY`. Keep `statement_date` alongside the fiscal identity when a specific period end matters. ### Currency A statement's `values` are always in the currency the filing reports in, named by `currency`, with each value's unit under `units`. A foreign private issuer filing in euros is served in euros. Pass `include_usd=true` to also receive the money values in US dollars. Five routes accept it: - `/v1/edgar/companies/{cik}/statements` - `/v1/edgar/companies/{cik}/filings/{accession_id}/statements` - `/v1/edgar/as-of/{date}/financials/{cik}` - `/v1/edgar/as-of/{date}/financials/{cik}/page` - `/v1/fundamentals/normalized-statements` Each statement then carries a `usd` object beside `values`, which do not change: - `values`: each money value in US dollars, keyed by the same metric code. A share count has no entry. - `usd_per_unit`: US dollars per unit of the filing's currency. - `rate_basis`: `PERIOD_AVERAGE` for an income or cash-flow statement, the mean of the daily rates from `rate_start` to `rate_end`; `PERIOD_END` for a balance sheet, the rate on `rate_end`, the last on or before the balance date; `AS_FILED` for a statement filed in US dollars. - `rate_start`, `rate_end`: the dates of the rates used. - `source`: `Federal Reserve Board H.10`, the Board's daily exchange rates. With `detail=true`, each money fact also carries its own `usd` with the same fields. Eni's FY2025 income statement, filed in euros, with `include_usd=true`: ```json { "currency": "EUR", "values": { "REVENUE": "82151000000", "NET_INCOME": "2608000000", "DILUTED_EPS": "0.78" }, "usd": { "values": { "REVENUE": "92881695061.60", "NET_INCOME": "2948661132.80", "DILUTED_EPS": "0.88" }, "usd_per_unit": "1.1306216", "rate_basis": "PERIOD_AVERAGE", "rate_start": "2025-01-02", "rate_end": "2025-12-31", "source": "Federal Reserve Board H.10" } } ``` `usd` is absent when no rate covers the statement's period. H.10 publishes rates for 22 currencies: AUD, BRL, CAD, CHF, CNY, DKK, EUR, GBP, HKD, INR, JPY, KRW, LKR, MXN, MYR, NOK, NZD, SEK, SGD, THB, TWD and ZAR. A statement in any other currency is served as filed only. An as-of request converts with only the rates published by its date. The Board publishes each week's daily rates the following Monday, or Tuesday after a Monday holiday, so a rate counts from the Tuesday after its week. A conversion as of a date never uses a rate that was not yet public on that date. > **Tip:** If you only keep a company identifier and a reporting period, you may lose > reproducibility. For auditability, preserve the filing's > `accession_id` whenever you materialize data downstream. ## Next steps - [Concepts](https://docs.arche.fi/concepts): Understand point-in-time retrieval, restatements, and deterministic datasets. - [Versioning](https://docs.arche.fi/versioning): Work with latest, version history, and as_of semantics without historical drift. - [Request & response conventions](https://docs.arche.fi/request-response-conventions): Response envelopes, timestamps, nullability, ordering, and field conventions.